SW Investment Management

Latest statistics and disclosures from SW Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are UI, SKYW, GRMN, EXPD, SGI, and represent 80.02% of SW Investment Management's stock portfolio.
  • Added to shares of these 5 stocks: EXPD (+$57M), GRMN, UI, SGI, PLTR.
  • Started 1 new stock position in EXPD.
  • Reduced shares in these 1 stock: AMKR (-$23M).
  • SW Investment Management was a net buyer of stock by $43M.
  • SW Investment Management has $451M in assets under management (AUM), dropping by 19.90%.
  • Central Index Key (CIK): 0001824821

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Portfolio Holdings for SW Investment Management

SW Investment Management holds 8 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ubiquiti (UI) 25.0 $113M 143k 790.29
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SkyWest (SKYW) 18.3 $83M 900k 91.83
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Garmin SHS (GRMN) 14.2 $64M +5% 275k 232.01
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Expeditors International of Washington (EXPD) 12.7 $57M NEW 400k 143.23
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Tempur-Pedic International (SGI) 9.8 $44M +4% 600k 73.92
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Amkor Technology (AMKR) 9.0 $41M -35% 900k 45.03
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Palantir Technologies Cl A (PLTR) 5.5 $25M +4% 170k 146.28
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Parsons Corporation (PSN) 5.5 $25M 455k 54.17
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Past Filings by SW Investment Management

SEC 13F filings are viewable for SW Investment Management going back to 2020

View all past filings